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Matt Bernstein

JNF Chief Planned Giving Officer

Travels from Atlanta, GA

Availability: Contact JNF Speakers Bureau for availability.

Topics:

JNF's Work in Israel, Positively Israel

 

Matt Bernstein Certified Financial Planner) is director of planned giving for Jewish National Fund. With more than twenty years experience in the financial arena, Mr. Bernstein has assisted hundreds of people on the road to financial security. At JNF he is responsible for assisting donors, their families and their financial advisors in the implementation of charitable gifts designed to promote their tax, estate and philanthropic goals. During the past eight years, Mr. Bernstein has given more than 200 lectures around the country to both consumers and professionals on how charitable gift planning can be incorporated into every person's financial plan. In addition, he has written numerous articles for trade and professional journals.

Prior to JNF, Mr. Bernstein worked in the insurance and financial planning fields on Wall Street with such prestigous firms as Phoenix Mutual Life Insurance Company and Shearson Lehman Brothers. He was also a member of the adjunct faculty for the College of Financial Planning in Denver, Colorado, where he taught numerous courses on financial planning, financial management and Certified Financial Planning preparation courses. He is a member of Atlanta's Planned Giving Council and the Jewish Planned Giving Network.

Download a prepared introduction for Matt Bernstein matt-bernstein.doc

 

Makor (Hebrew for “source”) is a specially-trained cadre of highly-involved Jewish National Fund volunteers. Our primary role is to support the core functions of JNF by direct fundraising. Thus, we identify prospective donors, conduct direct solicitations in our own communities and around the United States and assist in educating the public about the JNF and its projects.

Makor also serves as a source for lay leadership. We are leaders in our own communities, and provide training and inspiration for other community leaders on solicitation techniques, board development and outreach and on the work of the JNF. Makor members also assume JNF leadership positions on a national level.

We are proud leaders who are committed to the mission of the JNF, the caretaker of the land of Israel forever. In addition, Makor is a source of innovation within the JNF. Our diverse backgrounds, coupled with our common commitment, foster a free-flow of ideas to keep JNF as relevant and productive as possible.

Makor members travel to Israel each year to study JNF projects and programs in depth, and bring their insights and experiences to you. Members speak at no charge.

 

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